A product An item in the product catalog. Products can be linked to other records, such as quotes, campaigns, and cases. is any item that you are selling. It can be either a physical inventory item or a service. You can add products to the product catalog A compilation of all products that are available for sale. in the Settings area of Microsoft Dynamics CRM Online.
You can use product records to track and publish your products or services. A product can be created as a single unit A measurement that specifies in what quantity a product will be sold., or you can create a kit A single item in inventory or a product catalog consisting of one or more component items. that includes a group of products. In addition, if a replacement product for a particular product is available, you can add that product as a substitute product.
In Microsoft Dynamics CRM Online, a product contains the following components and options:
Information
Critical information about the product such as unit group A compilation of the different measurements that a product is available in. A unit group contains the base unit in which a product is available, for example, a two-liter bottle. It then lists all the different increments that this base unit is packaged in for sale, such as an individual two-liter bottle or a case of 6 two-liter bottles, and also indicates which measurement is the primary unit., unit, default price list A group of the specific prices that can be charged for each unit in the unit group of a product. Price lists are used to determine the pricing in a quote for a customer. A default price list can be added to a product., and list price.
Substitutes
Alternatives to the product. When you create a quote A formal offer for products or services, proposed at specific prices and related payment terms, which is sent to an opportunity, account, or contact., order A confirmed request for delivery of goods or services based on specified terms. An order is a quote that has been accepted by a customer., or invoice An order that has been billed. An invoice is also a record of a sale to a customer, including details about the products or services purchased., you can use the product catalog to find and substitute a similar product if the existing product has become inactive or is out of stock.
Price List Items
Products associated with a specific price list. When you set up a price list item with a pricing policy that is set to Currency Amount, you must select a fixed monetary amount. In addition, when you use a currency amount pricing policy, the Rounding area is unavailable.
Kit Products
Products that are bundled together to form a kit A single item in inventory or a product catalog consisting of one or more component items. .
Reclassify
When you reclassify a product, you change the subject A category used in a hierarchical list to correlate and organize information. Subjects are used in the subject tree to organize products, sales literature, and knowledge base articles. that the product is related to.
